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Fiduciary Risk: What You Don’t Know Can Cost You

fiduciary risk

Many HR and finance people that run their organization’s defined contribution (DC) plan like a 401k or 403b are unaware of the significant fiduciary risk under ERISA. At a ...

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Simplify Your Investment Menu – Help Improve Participant Outcomes

Simplify Your investment Menu

  Simplify Your Investment Menu to Help Improve Participant Outcomes. Oregon-based boutique investment firm Arnerich Massena recently published a five-part series of white papers on retirement plan best practices, which ...

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TIAA Sales Practices in Question – NY Times

TIAA Sales Practices

TIAA may be in hot water, according to a recent New York Times article. The New York attorney general has subpoenaed documents and information related to dubious sales practices ...

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Groom Law: Breaking Down Eligible Plan Expenses

  Groom Law: Breaking Down Eligible Plan Expenses. Do you know which expenses are eligible to be paid from the assets of your retirement plan under the Employee Retirement Income ...

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